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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,156 | $201,344-4.1% | $184,243+4.8% | $145,877+32.4% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 17.07% | 29.01%-11.9pp | 28.82%-11.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $9,240 | $7,022+31.6% | $6,427+43.8% | $4,663+98.1% |
| Participant deferral / active EE | $21,088 | $9,807+115.0% | $9,132+130.9% | $6,691+215.2% |
| Admin fee / account holder | $55,451 | $16,382+238.5% | $13,914+298.5% | $13,402+313.7% |